Vanguard Small-Cap Value ETF shares owned by JPL Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by JPL Wealth Management
from 13F filings
Historical chart of JPL Wealth Management investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by JPL Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by JPL Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $84k | 401 | 208.71 |
| 2025-03-31 | $853k | 4.4k | 191.90 |
| 2024-12-31 | $673k | 3.4k | 198.21 |
| 2024-06-30 | $288k | 1.6k | 182.52 |
| 2024-03-31 | $312k | 1.6k | 191.88 |